Dimensional Etf Trust shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 72k | 38.57 |
| 2025-06-30 | $2.7M | 75k | 35.84 |
| 2025-03-31 | $2.7M | 81k | 32.99 |
| 2024-12-31 | $3.1M | 90k | 34.59 |
| 2024-09-30 | $7.3M | 228k | 31.95 |
| 2024-06-30 | $3.3M | 103k | 32.24 |
| 2024-03-31 | $7.3M | 228k | 31.95 |
| 2023-12-31 | $7.3M | 251k | 29.23 |
| 2023-09-30 | $7.5M | 285k | 26.20 |
| 2023-06-30 | $8.0M | 296k | 27.15 |
| 2023-03-31 | $7.2M | 288k | 24.85 |
| 2022-12-31 | $7.0M | 286k | 24.28 |
| 2022-09-30 | $5.8M | 260k | 22.24 |
| 2022-06-30 | $6.1M | 263k | 23.30 |
| 2022-03-31 | $6.8M | 246k | 27.58 |
| 2021-12-31 | $6.1M | 211k | 28.97 |
| 2021-09-30 | $1.0M | 39k | 26.57 |
| 2021-06-30 | $821k | 30k | 26.97 |
More positions owned by Monticello Wealth Management
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